About JRSDX
The Janus Henderson Adaptive Risk Managed US Equity Fund - D Shares is an actively managed mutual fund that seeks long-term capital growth through a quantitative, risk-managed strategy. Its primary function is to provide exposure to a diverse blend of large-cap U.S. equities, with an emphasis on moderating volatility relative to the broader market. The fund aims to deliver returns with volatility approximately 0% to 40% lower than the Russell 1000 Index, making it suitable for investors who seek equity growth potential but with a measured approach to risk management.
The portfolio is constructed with a systematic investment process, targeting stocks predominantly in the technology, healthcare, financial services, and consumer sectors. Notable holdings often include major U.S. companies such as Apple, Microsoft, Alphabet, and NVIDIA, among others. The fund is classified in the large blend category, reflecting its balance of value and growth stocks across various industries. With a relatively high turnover and a focus on risk-adjusted returns, it stands out for those interested in a disciplined approach to U.S. equity investing. Over time, the fund's adaptive risk management aims to navigate diverse market conditions while pursuing consistent performance.
Fund Family Janus Henderson
Category Large Blend
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol JRSDX
Share Class Class D
Index Russell 1000 TR USD
JRSDX had a total return of 12.90% in the past year, including dividends. Since the fund's
inception, the average annual return has been 19.81%.
